Our Quarterly Global Asset Allocation makes an explicit six month to two year recommendation on major global assets, including: equities; sovereign and corporate bonds (both high yield & investment grade); commodities; and cash.The recommendation is based on our analysis of global macroeconomic trends, macro themes, economic strengths & weakneses, and our deep relative valuation analysis. The recommendations are broken down by both asset class & geography, ensuring ease of use and transferrability to investors' portfolios. 

Report frequency: Quarterly (average 4 reports per year)

Recent publications:

Quarterly Global Asset Allocation:

  • Quarterly Global Asset Allocation No. 30, 4th July 2017: "Structural Deterioration Continues – but Stay OW Risk (for now) "
  • Quarterly Global Asset Allocation No. 29, 13th April 2017: "Scepticism Overdone a.k.a Global Growth Leadership Switch Continues "
  • Quarterly Global Asset Allocation No. 28, 23rd December 2016: "One Final Flurry (continues)"
  • Quarterly Global Asset Allocation No. 27, 30th September 2016: "One Final Flurry?"
  • Quarterly Global Asset Allocation Alert No. 3, 10th August 2016: "ADDing Alternatives to Portfolio"
  • Quarterly Global Asset Allocation No. 26, 21st June 2016: "Remain Strategically Defensive"
  • Quarterly Global Asset Allocation No. 25, 21st Mar 2016: "Reduce Risk in Strategic Portfolios"
  • Quarterly Global Asset Allocation No. 24, 18th Dec 2015: "Rising Bear Market Risks" 
  • Quarterly Global Asset Allocation No. 23, 1st Oct 2015: "Continue to De-risk"
  • Quarterly Global Asset Allocation No. 22, 23rd Jun 2015: "Continue 'Slow Retreat from Risk'"
  • Quarterly Global Asset Allocation No. 21, 25th Mar 2015: "Navigating the Beginning of the End"